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Technology Stocks : Broadcom (BRCM) -- Ignore unavailable to you. Want to Upgrade?


To: md1derful who wrote (5103)1/9/2001 9:31:57 PM
From: Stoctrash  Respond to of 6531
 
I'm listening to that call... almost 200M in revenue, hey ...better than their last deals. They had spent similar amounts for companies with little or no revenue. Shows us that multiples HAVE come down.

+ has a deal with INTC through 2008!
- 9M additional shares could come to play after 1 year
- anals seem to question the overlap
+ possible fab deals via NEC-Serverworks relationship
+ 50% growth in storage market for the next few years